Filed June 8, 2009
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,780 | $65,322-3.9% | $70,449-10.9% | $73,488-14.6% |
| Participation rate | 60.7% | 77.0%-16.2pp | 75.1%-14.3pp | 70.7%-9.9pp |
| Annual return | 14.08% | 15.71%-1.6pp | 109.03%-94.9pp | 28.51%-14.4pp |
| Employer contribution / active EE | $1,010 | $2,460-58.9% | $2,737-63.1% | $2,270-55.5% |
| Participant deferral / active EE | $2,394 | $3,375-29.0% | $3,709-35.4% | $3,740-36.0% |
| Admin fee / account holder | $0 | $214-100.0% | $3,845-100.0% | $513-100.0% |